SECURE 2.0 and What It Means For You
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was a significant stride in altering the retirement landscape. The journey continues with SECURE 2.0, which encompasses further …
Important Changes To Medicare Coverage
Big changes are coming to Medicare Part D in 2024! If you’re enrolled in Medicare, pay attention during this year’s open enrollment period, from October 15 to December 7. Why? …
Government Shutdown Looms: Economic Uncertainty or Stock Market Opportunity?
Have you been keeping tabs on the federal government lately? It seems they’re inching closer to that October 1 (Sunday) deadline, and if they don’t sort things out, we might …
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Hey, Mega Millions Winner (Maybe). Here Are a Few Ideas for What to Do With the Prize Money.
Article originally posted to Barron’s. Of all the decisions facing a Mega Millions lottery jackpot winner, the most important might be the first one, which is how to take the money. …
Americans flocked to Florida for low taxes and sunshine, but an under-the-radar cost of homeownership keeps rising: insurance
Article originally posted to Business Insider. For years, homeowner’s insurance rates have been increasing across the US. In Florida, this is especially obvious due to inflation and severe weather that makes …
Social Security’s Finances: Reality Versus Common Misconceptions
Article originally posted to Forbes. Those paying close attention to Social Security will recall the latest trustees’ report detailing how the Social Security trust fund could run short of money as …
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MARKET WATCH: JULY 17, 2023
The Markets (as of market close July 14, 2023) Wall Street enjoyed a positive week of returns, with each of the benchmark indexes posting solid gains, despite a marginal downturn …
High-Earning Retirement Savers Are Losing Some of Their 401(k) Tax Break
Article originally posted to The Wall Street Journal. Millions of high-earning Americans are slated to lose a popular tax deduction starting next year. Savers ages 50 and older can make catch-up …
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Why We Get Scammed and What to Do About It
Article originally posted to The Wall Street Journal. Would you invest with someone who guarantees a 50% annual return with no risk of loss? Would you reply to an email offering …
Is Your Kid Bad With Money? These Apps Could Help
Article originally posted to The Wall Street Journal. Parents today worry that as their kids embrace money apps, they won’t understand the value of a dollar. It’s a stressful possibility. Many …
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